Founders Financial Securities’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Founders Financial Securities’s Portfolio BJAN Stock Details BJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,903	Closed	-$213K	–	268
2022 Q1	$213K	Hold	5,903	–	–	0.04%	250
2021 Q4	$220K	Hold	5,903	–	–	0.04%	239
2021 Q3	$213K	Hold	5,903	–	–	0.04%	244
2021 Q2	$211K	Hold	5,903	–	–	0.04%	279
2021 Q1	$202K	Buy	+5,903	New	+$197K	0.05%	249

Other funds holding BJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Founders Financial Securities's BJAN Position: Q2 2022 in Review

Founders Financial Securities sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2022, closing a stake of 5,903 shares — an estimated $213K sold.

Founders Financial Securities first reported a position in BJAN in Q1 2021 and held it in 5 quarters. The position peaked at $220K in Q4 2021. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

Founders Financial Securities reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2022 after selling out during the quarter.
Founders Financial Securities sold 5,903 Innovator US Equity Buffer ETF January shares in Q2 2022, an estimated $213K.
Founders Financial Securities first reported a position in Innovator US Equity Buffer ETF January in Q1 2021 and held it in 5 quarters.
Founders Financial Securities's Innovator US Equity Buffer ETF January position peaked at $220K in Q4 2021.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Founders Financial Securities's 13F filing for Q2 2022, filed 27 Jul 2022.